Tweedy Browne Co. - Tweedy Browne Value Fund
As of Q2 2026, Tweedy Browne Co. reported 91 long-equity positions worth $1.32B in aggregate.
Copy-investor backtest
- Latest quarter
- +0.13%
- 1-year
- +22.43%
- 3-year
- +46.88%
- 5-year
- +48.19%
- 3-year vs S&P 500
- -25.68%
- 5-year vs S&P 500
- -25.53%
- 5-year top 5
- +53.31%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 35 of 47 rows. Rows without a quote are marked unavailable.
| 1 | CSCO | CISCO SYSTEMS INC | 13.73% | Reduce -6.4% | 7,711,698 | $416.36M | $53.99 | No quote |
| 2 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 10.22% | Reduce -1.0% | 1,029 | $309.95M | No quote | No quote |
| 3 | JNJ | JOHNSON & JOHNSON | 9.48% | Reduce -3.5% | 2,056,371 | $287.46M | $139.79 | No quote |
| 4 | BIDU | BAIDU INC. - SPON ADR | 7.81% | Add +3.5% | 1,437,015 | $236.89M | $164.85 | No quote |
| 5 | BK | BANK OF NEW YORK MELLON CORP | 6.98% | Reduce -0.4% | 4,200,519 | $211.83M | $50.43 | No quote |
| 6 | GOOGL | ALPHABET INC-CL A | 5.24% | Add +4.4% | 135,081 | $158.98M | $1176.89 | No quote |
| 7 | GOOG | ALPHABET INC-CL C | 4.72% | Reduce -0.1% | 122,074 | $143.23M | $1173.31 | No quote |
| 8 | WFC | WELLS FARGO & CO | 4.23% | Reduce -14.8% | 2,654,055 | $128.24M | $48.32 | No quote |
| 9 | AZO | AUTOZONE, INC. | 4.09% | Reduce -31.6% | 121,297 | $124.22M | $1024.12 | No quote |
| 10 | COP | CONOCOPHILLIPS | 3.55% | Reduce -0.3% | 1,615,584 | $107.82M | $66.74 | No quote |
| 11 | MRC | MRC GLOBAL INC. | 2.65% | Reduce -0.3% | 4,601,900 | $80.44M | No quote | No quote |
| 12 | MMM | 3M CO | 2.43% | Reduce -0.3% | 355,209 | $73.81M | $207.78 | No quote |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL BCUSIP 084670702 | 1.73% | Reduce -0.7% | 260,879 | $52.41M | No quote | No quote |
| 14 | EMR | EMERSON ELECTRIC CO | 1.69% | Reduce -0.3% | 749,276 | $51.3M | $68.47 | No quote |
| 15 | MA | MASTERCARD INC - CLASS A | 1.66% | Reduce -4.8% | 213,574 | $50.29M | $235.45 | No quote |
| 16 | HAL | HALLIBURTON CO | 1.63% | Reduce -0.2% | 1,685,458 | $49.38M | $29.30 | No quote |
| 17 | AGCO | AGCO CORP. | 1.49% | Reduce -0.0% | 647,934 | $45.06M | $69.55 | No quote |
| 18 | DVN | DEVON ENERGY CORP | 1.44% | Reduce -1.8% | 1,383,443 | $43.66M | $31.56 | No quote |
| 19 | USB | US BANCORP | 1.32% | Add +53.8% | 830,055 | $40M | $48.19 | No quote |
| 20 | DEO | DIAGEO P L C - ADR | 1.27% | Reduce -1.0% | 235,052 | $38.46M | $163.61 | No quote |
| 21 | PSX | PHILLIPS 66 | 1.15% | Reduce -0.4% | 367,198 | $34.95M | $95.17 | No quote |
| 22 | KOF | COCA COLA FEMSA | 1.13% | - | 520,112 | $34.33M | $66.00 | No quote |
| 23 | UN | UNILEVER N V - ADR | 1.09% | Reduce -2.4% | 564,708 | $32.92M | No quote | No quote |
| 24 | UNP | UNION PACIFIC CORP | 1.08% | Reduce -25.8% | 195,683 | $32.72M | $167.20 | No quote |
| 25 | AXP | AMERICAN EXPRESS CO | 1.03% | Reduce -1.1% | 286,069 | $31.27M | $109.30 | No quote |
| 26 | VZ | VERIZON COMMUNICATIONS | 0.88% | Reduce -3.0% | 450,989 | $26.67M | $59.13 | No quote |
| 27 | AVT | AVNET | 0.83% | Add +0.2% | 582,517 | $25.26M | $43.37 | No quote |
| 28 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.65% | Reduce -0.6% | 75,630 | $19.85M | No quote | No quote |
| 29 | GS | GOLDMAN SACHS | 0.63% | Reduce -0.2% | 99,805 | $19.16M | $191.99 | No quote |
| 30 | CMCSA | COMCAST CORPORATION - CLASS A | 0.63% | Reduce -1.8% | 474,530 | $18.97M | $39.98 | No quote |
| 31 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.52% | Reduce -5.0% | 163,404 | $15.71M | $96.14 | No quote |
| 32 | TTE | TOTAL SA - ADR | 0.49% | Reduce -1.7% | 264,856 | $14.74M | $55.65 | No quote |
| 33 | WPP | WPP PLC - ADR | 0.38% | Reduce -0.1% | 216,866 | $11.45M | No quote | No quote |
| 34 | CNHI | CNH INDUSTRIALS | 0.33% | Reduce -0.6% | 974,119 | $9.94M | No quote | No quote |
| 35 | TMK | TORCHMARK CORP | 0.30% | Reduce -0.7% | 111,067 | $9.1M | No quote | No quote |
| 36 | GSK | GLAXO SMITHKLINE PLC ADR | 0.26% | Reduce -0.4% | 188,459 | $7.88M | $41.79 | No quote |
| 37 | UL | UNILEVER PLC SPONSORED ADR | 0.25% | Reduce -0.3% | 130,369 | $7.53M | $57.72 | No quote |
| 38 | BAX | BAXTER INTERNATIONAL INC | 0.19% | - | 72,305 | $5.88M | $81.31 | No quote |
| 39 | UNF | UNIFIRST CORP | 0.17% | - | 33,235 | $5.1M | $153.51 | No quote |
| 40 | HSBC | HSBC HOLDINGS PLC SPONSORED ADR | 0.16% | Reduce -11.7% | 121,786 | $4.94M | $40.58 | No quote |
| 41 | CCL | CARNIVAL CORP | 0.13% | Add +3.7% | 77,930 | $3.95M | $50.73 | No quote |
| 42 | ANAT | AMERICAN NATIONAL INSURANCE CO | 0.13% | Reduce -2.8% | 32,278 | $3.9M | No quote | No quote |
| 43 | SHEN | SHENANDOAH TELECOMMUNICATIONS CO. | 0.12% | - | 79,680 | $3.54M | $44.37 | No quote |
| 44 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS ADR | 0.10% | Add +3.6% | 50,172 | $3.14M | No quote | No quote |
| 45 | CTWS | CONNECTICUT WATER SERVICE INC | 0.01% | - | 6,483 | $445K | No quote | No quote |
| 46 | MRK | MERCK & COMPANY INC. | 0.01% | - | 3,306 | $275K | $83.18 | No quote |
| 47 | CKX | CKX LANDS INC | 0.00% | - | 10,600 | $106K | No quote | No quote |